Nathaniel Johnson, Cfp® Email & Phone Number

Boston, MA, US

• Lead my wealth management team.
• Develops and encourages long-term client relationships by careful planning to meet client’s immediate and future needs by providing and demonstrating solid financial planning skills and client centered guidance.
• Introduces clients to investment strategies and works with client to develop financial plan using the appropriate Guidance tools.
• Positions appropriate solutions in the context of current needs as well as customer's long-term financial plan.
• Identify, execute, and follow up on opportunities to gather additional client assets while providing client centered discussions.
• Responsible for driving customer appointments and interactions and sales opportunities to attain designated business goals (Customer Loyalty, Acquisition, Development, and Retention).

Boston, MA, US

• Develops and encourages long-term client relationships by careful planning to meet client’s immediate and future needs by providing and demonstrating solid financial planning skills and client centered guidance.
• Introduces clients to investment strategies and works with client to develop financial plan using the appropriate Guidance tools.
• Positions appropriate solutions in the context of current needs as well as customer's long-term financial plan.
• Identify, execute, and follow up on opportunities to gather additional client assets while providing client centered discussions.
• Responsible for driving customer appointments and interactions and sales opportunities to attain designated business goals (Customer Loyalty, Acquisition, Development, and Retention).
• Partner with Fidelity resources and business partners to satisfy customer’s investment needs when faced with complex situations in a competitive environment.

Boston, MA, US

• Manage a book of business with approximately 550 high net worth households.
• Subject matter expert in Fidelity managed account products: Portfolio Advisory Service, Fidelity Personalized Portfolios, BlackRock Diversified Income Portfolio, Equity and Income SMA, and Breckinridge Municipal SMA.
• Conduct annual strategic reviews to ensure assets are being managed according to clients’ financial goals and objectives, time horizon and risk tolerance.
• Discuss current market and economic issues. Communicate and educate on changes in investment strategy and asset allocation.
• Seek to increase client satisfaction, improve client loyalty, and retain assets.

Boston, MA, US

• Educate clients on an ongoing basis regarding asset allocation
• Conduct welcome calls with new clients to solidify the relationship and outline the service model
• Conduct annual reviews of client’s profiles to ensure suitable portfolio allocations
• Probe, uncover and incorporate all relevant financial and personal data to identify the most appropriate investment strategy and identify additional investment opportunities
• Resolve service requests in coordination with Portfolio Advisory Services: Service Specialists

Boston, MA, US

• Identify and assess the various needs of workplace participants, including distributions, products, and services, with assets of up to and in excess of 250k
• Facilitate fair and balanced discussions, using the CSS model, regarding distribution options and solutions
• Educate and assist clients on appropriate investment choices within the guidelines and procedures as well as using established tools, such as the Retirement Quick Check, Fundamental Guidance and the Investor Profile.
• Seek to uncover outside assets, such as 529’s, taxable accounts and other retirement accounts
• Deepen existing relationships by connecting with clients to deliver service personalized to their needs and utilizing branch partners when applicable
• Team Sales Campaign Committee

Boston, MA, US

• Engage in insightful conversations with clients that have over 1m of assets regarding equity markets, fixed income markets, international markets, and economic conditions
• Discover and clarify needs for guidance interactions and new ways that Fidelity can add value to the relationship with the customer
• Actively manage proactive and reactive cases to take ownership of issues and ensure that customer’s needs are taken care of
• Work very closely with Senior Account Executives to get them in touch with clients when necessary and create a tailored customer experience for each client’s individual needs and requests
• Process Improvement Committee

Boston, MA, US

• Engage in insightful conversations with clients that have 250k to 1m of assets regarding equity markets, fixed income markets, international markets, and economic conditions
• Discover and clarify needs for guidance interactions and new ways that Fidelity can add value to the relationship with the customer
• Actively manage proactive and reactive cases to take ownership of issues and ensure that customer’s needs are taken care of
• Partner with Account Executives to get them in touch with clients when necessary and help them take care of the client’s needs
• Relationship Ambassador Committee

Boston, MA, US

• Interact with customers via inbound calls, responding to requests for information and assistance with their brokerage accounts on account features, balances, transactions, distribution information.
• Engage in insightful conversations with clients that have up to 250k of assets regarding equity markets, fixed income markets, international markets, and economic conditions
• Lead customers to an understanding of the options or solutions that are applicable to their situation, demonstrating how features and benefits match their needs
• Team leader for Customer Experience and Metrics Committees

• Data entry of various clinical forms
• Review and compare reports to assure accuracy of data entered
• Process requests for medical records from insurance agencies, law offices, and the U.S. government
• Troubleshooting of various paperwork issues

Cincinnati, OH, US

• Prepare various reports for the Trading Room and Treasury staff on a daily, weekly, and monthly basis
• Enter, update, and maintain data on a variety of spreadsheets
• Utilize Bloomberg and FHLB-Specific systems
• Fielding telephone calls and communicating messages including up-to-date financial market information
• Assist with testing of various systems and spreadsheets
• Periodically provided assistance to the Audit Department

Atlanta, Georgia, US

Master Of Business Administration (M.B.A.), Finance

B.A., Business Management

Associate Of Applied Business, Business Management & Business Financial Services; Aab